User Roles & Permissions

Check out this short video for a quick overview of roles and permissions:

Account Holders

The person who originally signed up for TestLodge is automatically granted an Account Holder role. This will give them access and permissions to do everything. There must be at least one user who has this role but there is no upper limit on the number of people who it can be granted to. All Account Holders can assign further Administrator and Account Holder roles to colleagues. Anyone with Account Holder status will receive billing/receipt emails.

To assign the Account Holder role to a user:

Login as a current account holder

Whilst viewing the project list, click the All People tab.

Select the Account holders link from the secondary navigation.

From here, you can grant account holder’s privilege to any additional users, along with revoking access and privileges formerly granted.

Administrators

Administrators have access to everything apart from account billing/management. This role includes the following permissions:

Create, edit and delete projects

Create, manage and assign people

Update account settings

Access all projects

Assign admin access to other users

To assign the Administrator role to a user:

Login as a Administrator

Whilst viewing the project list, click the All People tab.

Select the Administrators link from the secondary navigation.

From here, you can grant Administrator’s privilege to any additional users, along with revoking access and privileges formerly granted.

Standard Users

This role applies to everyone who isn’t already an Account Holder or an Administrator. Users only have access to the projects allocated to them by those in one of the other two roles. User roles can be customized to fit the needs of your team by creating individually titled “Project Roles”.

Creating Project Roles

Project roles allow a detailed customization of exactly what each user can access in TestLodge for individual projects. For example, someone on your team might be responsible for only running tests. They probably don’t need access to edit the test plan or requirements so a Project Role can be created just for that.

To create custom project roles, at the dashboard click All People and select Project Roles.

Now, go back to All People and assign the roles required for each project. Users can have different roles for each project depending on what they need access to.